Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director · CEO | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 116,619 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 116,619 · Balance 116,619 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 116,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000006 · form4-09172026_040905.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,619 Underlying: Common Stock · 116,619 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,752 | $50.62 | $291,172.57 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 163,125 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.48 to $50.80 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F14 · ownership.nature: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 15,372 | $50.01 | $768,827.51 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See foornote Disclosed balance after: 168,877 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.4750 to $50.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F14 · ownership.nature: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,154 | $50.50 | $512,751.62 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 163,125 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.21 to $50.80 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F11 · ownership.nature: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,970 | $49.86 | $547,003.69 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 173,279 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.20 to $50.19 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F11 · ownership.nature: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 24,364 | $48.59 | $1,183,946.65 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 170,000 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.27 to $48.83 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F8 · ownership.nature: The shares are held by the Makahakama Foundation. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,636 | $48.01 | $510,660.95 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 194,364 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.27 to $48.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F8 · ownership.nature: The shares are held by the Makahakama Foundation. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 26,974 | $48.59 | $1,310,777.25 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 60,854 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.27 to $48.83 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 11,765 | $48.01 | $564,867.06 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 87,828 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.27 to $48.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100,899 | $48.59 | $4,902,228.36 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.25 to $48.83 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 40,357 | $48.00 | $1,937,018.96 |
DisclosureSEC source: 0001795497-26-000005 · form4-09042026_090904.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,899 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.25 to $48.245 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 17,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,261 Underlying: Common Stock · 17,632 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F15 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F15 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,400 Underlying: Common Stock · 7,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 6,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,643 Underlying: Common Stock · 6,661 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F13 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,477 Underlying: Common Stock · 8,310 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,631 Underlying: Common Stock · 3,658 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,359 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 24,896 | $50.31 | $1,252,517.76 |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,256 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,627 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-26-000004 · form4-09012026_090929.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,859 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 17, 2026 Filed Aug 20, 2026 01:00 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 52,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000003 · form4-08192026_090801.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,893 Underlying: Common Stock · 52,893 shares Expires not disclosed F1 · security: Represents performance-based restricted stock units ("PSUs") that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 17, 2026. F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,700 Underlying: Common Stock · 7,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F15 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F15 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 6,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,304 Underlying: Common Stock · 6,660 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,787 Underlying: Common Stock · 8,309 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,289 Underlying: Common Stock · 3,658 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,359 Underlying: Common Stock · 5,359 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 15,922 | $34.85 | $554,881.70 |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,232 F4 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,154 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-26-000002 · form4-06012026_040610.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,494 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · balance_after: Includes 403 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2026. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,000 Underlying: Common Stock · 7,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 6,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,964 Underlying: Common Stock · 6,661 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F13 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,096 Underlying: Common Stock · 8,310 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,947 Underlying: Common Stock · 3,658 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,718 Underlying: Common Stock · 5,359 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 12,649 | $44.19 | $558,959.31 |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,465 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,661 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,114 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,627 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-26-000001 · form4-03032026_100342.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,453 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 15,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000006 · form4-12092025_091208.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 99,593 F1 · shares: Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund. F2 · ownership.nature: The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,300 Underlying: Common Stock · 7,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 6,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,625 Underlying: Common Stock · 6,661 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F13 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,406 Underlying: Common Stock · 8,309 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,605 Underlying: Common Stock · 3,657 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,077 Underlying: Common Stock · 5,358 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 15,889 | $50.15 | $796,833.35 |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,826 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,661 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795497-25-000005 · form4-12022025_091207.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 87,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001795497-25-000004 · form4-09172025_080904.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,600 Underlying: Common Stock · 87,600 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 26,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,286 Underlying: Common Stock · 26,645 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F15 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F15 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,367 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,715 Underlying: Common Stock · 8,310 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.